During our latest monthly dive into the big themes in emerging markets, the team discussed the macro and market forces that could see EM equities breaking their recent run of underperformance against their developed market peers.
In addition, economists from across our emerging markets and financial markets services answered client questions on the outlook for EMs while addressing key issues, including:
- How fast and far the EM monetary easing cycle will go;
- How much “friend-shoring” to expect in an age of economic fragmentation.
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